Estate Tax Calculator

The Estate Tax Calculator is designed to estimate federal estate tax due. This calculator takes into consideration prior taxable gifts in the calculation, which reduces the exclusion amount. This calculator is mainly intended for use by U.S. residents.

Select tax year  
Bank Accounts(checking, savings and CDs)
Personal Properties(Fair market value)
Retirement Plans(401, IRAs)
Stocks, Bonds and other investments)
Life Insuance
Residence and other real estate
Other Assets
Gross estate  
Medical expenses owned at death
Funeral expenses
Debts, Loans & liens
Marital deduction
Charitable deduction
Estate expense
Net losses during settlement
State death tax
Other deductions
Total allowable deduction  
Taxable Estate  
Adjusted taxable gifts after 1976  
Estate Base  
Tentative estate tax  
Total gift taxes paid or payable after 1976  
Gross estate tax  
Exclusion amount for estate tax
Portable DSUE (if any)
Available Portable DSUE (if any)
Applicable exclusion amount  
Unified applicable credit amount  
Estate tax  
Credit for foreign death taxes
Credit for tax on prior transfers
Total credit  
Net Estate Tax